HomeMy WebLinkAbout09-14-11 (2)BUREAU OF INDIVIDUAL Taxes NOTICE OF INHERITANCE TAX =-
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Pennsylvania
PO BOX 280601 ~~~,`r lr 'OF r L"E[I ONS DEPARTMENT OF REVENUE
HARRISBURG PA 17128-0601 - +-~~.`T. CJi AND ASSESSMENT OF TAX
~_~ ~ ~! ~J REV-1547 EX AFP (12-10) ~"-
_O ~ ~ i;
ANTHONY L DELUCA CiLLl1f\ O~ r
113 FRONT ST ~~~`~, ~`~~~~~
PO BOX 358 CUtie~r-p. - ~ 17 .. ;f PA
BOILING SPRINGS PA 17007
DATE 09-05-2011
ESTATE OF BALKUNAS
DATE OF DEATH 04-02-2011 BERTHA
FILE NUMBER 21 11-0436
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-04-2011
(See reverse side under Objections)
Aaount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
A
CUT ALON_6 THIS LINE CARLISLE PA 17013
RETAIN LOWER PORTION_ FOR__YOUR RECORDS ~.
REV-1547 EX AFP (12-10) Ny CE OF INHERITANCE TAX APPR ____
ESTATE OF: DISALLOWANCE OF DEDUCTIONS AND ASSESSMENTAOFOTANCE OR -----
BALKUNAS BERTHA X
AFILE N0.:21 11-0436
TAX RETURN WAS: (X ) ACCEPTED AS FILED ACN: 101 DATE: 09-05-2011
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN c ) CHANGED
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6• Jointly Owned Property (Schedule F)
7. Transfers [Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
NOTE: If an assessaent was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rat
c1) .00
c2) 161 , 672.67
c3) .00
c4) .00
c5) 75, 947.65
c6) .00
c7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 237 620.32
(9) 1 0 S~~ ~ z
cio) 875.89
(Schedule J)
lines 14, 15 and/or 16
of ALL returns assesse
cis) .00
C16)_ 9 X
9 gR
R zn
X
cln
x
c18) 00
x
.
18. Amount of e
Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
DATE NUMBER I DISCOUNT (+)
CL 2011 I INTEREST/PFU nw u ~_)
CD014620
AMOUNT PAID
nl) 11,732.02
• 17, 18 and 19 will
d to date.
00
.00
045 ~ 10,164.97
12 =
•00
15 =
.00
c19)= 10, 164.97
TOTAL TAX PAYMENT
BALANCE OF TAX DUE 10,164.97
INTEREST AND PEN, •00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE TOTAL DUE • 00
FOR CALCULATION OF ADDITIONAL INTEREST. •00
IF TOTAL DUE IS REFLECTED AS A 'CREDIT'
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR)INSTRUCTION~E
c12) 225,88- p
ci3) .00
c14) 225 888.30